Company lists · Data refreshed September 2026

Top 25 Financial services consultants based in San Diego, United States

Name: Financial services consultants based in San Diego, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 79 companies tracked

RevenueBase identified 79 company matches for financial services consultants associated with San Diego, United States as of September 2026 and tracks 775 professional contacts across them, including 324 with verified work emails. Across the United States, New York is the largest hub for this category (317 companies); San Diego has 79.

This list covers company matches for financial services consultants associated with San Diego, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 16, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 16, 2026 How this list was built

79Companies

775Contacts tracked

324Verified emails

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The 25 largest financial services consultants based in San Diego, United States

Ranked by team size

Top 25 of 79 company matches for financial services consultants based in San Diego, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 16, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Westpac Wealth Partners	Exact match	San Diego, CA, United StatesHQ recorded Sep 16, 2026	201-500	393 contacts →
	Exact match “At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
2	Dunham	Exact match	San Diego, CA, United StatesHQ recorded Sep 16, 2026	51-200	60 contacts →
	Exact match “Founded in 1985, Dunham began with an uncommon idea, that client fees should, in some way, be tied to the performance of their investments.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
3	PKF SAN Diego, LLP	Exact match	San Diego, CA, United StatesHQ recorded Sep 16, 2026	11-50	52 contacts →
	Exact match “About PKF San Diego, LLP For almost 30 years, PKF San Diego, LLP has been a trusted partner for businesses and individuals, delivering expert financial guidance with a commitment…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
4	Presidio Capital Management	Exact match	San Diego, CA, United StatesHQ recorded Sep 16, 2026	11-50	21 contacts →
	Exact match “At Presidio Capital Management, we help successful individuals, entrepreneurs, and business owners design a life of greater freedom, purpose, and lasting impact.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
5	Cabrillo Advisors	Exact match	San Diego, CA, United StatesHQ recorded Sep 16, 2026	11-50	12 contacts →
	Exact match “Cabrillo Advisors provides Business Valuations, Accounting and Strategic Consulting services to middle market companies, emerging growth businesses and high net worth individuals.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
6	Tidemark Financial Partners	Exact match	San Diego, CA, United StatesHQ recorded Sep 16, 2026	11-50	12 contacts →
	Exact match “A tidemark is the line that’s left on the beach after the tide has reached its highest point, the place where you can clearly see the evidence of the water’s farthest reach.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
7	Seapoint Wealth Advisors	Exact match	San Diego, CA, United StatesHQ recorded Sep 16, 2026	1-10	9 contacts →
	Exact match “Your future begins with a plan.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
8	The Manning Companies	Exact match	San Diego, CA, United StatesHQ recorded Sep 16, 2026	11-50	9 contacts →
	Exact match “At The Manning Companies, we believe wealth is most meaningful when it's connected to purpose.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
9	Trufinancial	Exact match	San Diego, CA, United StatesHQ recorded Sep 16, 2026	1-10	7 contacts →
	Exact match “TruFinancial is an independent, full services financial planning firm.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
10	Copia Wealth Management & Insurance Services	Exact match	San Diego, CA, United StatesHQ recorded Sep 16, 2026	1-10	7 contacts →
	Exact match “Over time, you have many professionals doing different things with your "pieces".” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
11	DA CA Financial Group	Exact match	San Diego, CA, United StatesHQ recorded Sep 16, 2026	11-50	7 contacts →
	Exact match “DA/CA Financial Group was established to provide individuals, families and companies with a single source of comprehensive financial guidance.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
12	International Private Wealth Advisors	Exact match	San Diego, CA, United StatesHQ recorded Sep 16, 2026	1-10	6 contacts →
	Exact match “At International Private Wealth Advisors, it’s our mission to help level the retirement playing field.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
13	High Bluff Private Wealth	Exact match	San Diego, CA, United StatesHQ recorded Sep 16, 2026	1-10	6 contacts →
	Exact match “High Bluff Private Wealth is a comprehensive financial planning firm specializing in investment management, insurance planning, tax minimization strategies, and college education…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
14	Wilsey Asset Management	Exact match	San Diego, CA, United StatesHQ recorded Sep 16, 2026	1-10	5 contacts →
	Exact match “At Wilsey Asset Management, our main goal is to help educate our clients through the difficulties in the financial world.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
15	RJ Patterson Group	Exact match	San Diego, CA, United StatesHQ recorded Sep 16, 2026	1-10	5 contacts →
	Exact match “Located in San Diego, California, RJ Patterson Group is an independent wealth management company dedicated to helping individuals and families reach financial success and fiscal…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
16	Stirling Financial Group	Exact match	San Diego, CA, United StatesHQ recorded Sep 16, 2026	1-10	4 contacts →
	Exact match “Financial success doesn’t happen by chance.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
17	Calpro	Exact match	San Diego, CA, United StatesHQ recorded Sep 16, 2026	11-50	4 contacts →
	Exact match “CALPRO is a full-service financial group with a truly unique combination of professionals and resources that help enable our clients to successfully achieve their financial goals.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
18	Alpha Global Investments	Exact match	San Diego, CA, United StatesHQ recorded Sep 16, 2026	1-10	4 contacts →
	Exact match “Alpha Global Investments provides services in the areas of portfolio management and financial planning.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
19	Beta Wealth Group	Exact match	San Diego, CA, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “While we certainly can’t predict what the future will bring – we can predict with certainty how well we prepare for it and how we respond to challenges and opportunities along the…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
20	DB Wealth Management Group	Exact match	San Diego, CA, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “We bring together all aspects of your financial world and create a well-coordinated plan that includes your investments, retirement, taxes, and family wealth.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
21	PTM Financial	Exact match	San Diego, CA, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “Welcome!” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
22	Nelson Pension Services	Exact match	San Diego, CA, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
23	Wealth Navigation Advisors	Exact match	San Diego, CA, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “Family Owned Financial Planning Firm Based out of San Diego, CA.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
24	Wealth Manager Group LLC	Exact match	San Diego, CA, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “Wealth management services firm.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
25	Ntls Wealth Management	Exact match	San Diego, CA, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “Financial Planning and Investment Management Firm with Offices in San Diego and Ladera Ranch” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “financial services consultants”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 79 financial services consultants based in San Diego, United States

See the full list, filter by size, metro and specialty, and access 324 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial services consultants based in San Diego, United States at a glance

As of Sep 16, 2026

41.8%Verified-email coverage

9.8Average contacts per company

1-10Median size (employees)

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole United States list rather than for San Diego, so it is reported there. Company counts and contact totals on this page are exact for San Diego, over 79 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with San Diego, United States whose business descriptions match “financial services consultants” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 324 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 16, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Financial services consultants by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “financial services consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial services consultants are there based in San Diego, United States?

RevenueBase identified 79 company matches for financial services consultants associated with San Diego, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Westpac Wealth Partners tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most financial services consultants?

New York leads the United States with 317 company records, followed by Houston (160) and Atlanta (142). San Diego has 79.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 324 professional contacts with verified work emails tracked across these 79 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 16, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.